Planning And Education
Have you ever wanted a sounding board?

Winslow Capital Group, LLC can help you address your questions and function as an experienced sounding board. We work with banks on strategic planning and integration issues, especially when banks are contemplating restructuring their wealth management related business lines, or just want an independent, second opinion on wealth management related topics including:

  • efficiency
  • profitability
  • growth strategies
  • review of business model
  • internal investment process
  • discussion of benefits and drawbacks of outsourcing functional areas of the wealth management business within banks.
  • mergers and acquisitions
Customized, adoption & implementation programs, management and board planning sessions and/or education are available.

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